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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
26
BlueStem Wealth Partners
Minnesota
$1.41M -$38.9K -1,034 -3%
SL
27
Sentinus LLC
Illinois
$1.38M +$281K +7,472 +26%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.35M +$1.92K +51 +0.1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.29M +$45K +1,195 +4%
Mariner
30
Mariner
Kansas
$1.25M +$765K +20,333 +157%
Goldman Sachs
31
Goldman Sachs
New York
$1.2M -$9.03K -240 -0.7%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$1.17M +$258K +6,864 +28%
OBWG
33
Onyx Bridge Wealth Group
New York
$1.16M +$242K +6,427 +26%
RSF
34
Rik Saylor Financial
Ohio
$1.16M -$10.2K -272 -0.9%
RIL
35
Rothschild Investment LLC
Illinois
$1.12M
AWS
36
Atria Wealth Solutions
New York
$1.11M +$222K +5,900 +25%
UBS Group
37
UBS Group
Switzerland
$1.09M +$57.7K +1,533 +6%
KFP
38
KMG Fiduciary Partners
Ohio
$1.08M +$1.08M +28,707 New
BCM
39
Brookstone Capital Management
Illinois
$1.06M -$726K -19,297 -41%
HI
40
Harbour Investments
Wisconsin
$1.05M -$19.9K -530 -2%
GM
41
GeoWealth Management
Illinois
$998K -$1.89M -50,221 -65%
OCM
42
One Capital Management
California
$933K +$933K +24,781 New
Stifel Financial
43
Stifel Financial
Missouri
$930K -$766K -20,362 -45%
WA
44
Waverly Advisors
Alabama
$803K -$172K -4,567 -18%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$791K +$791K +2,101 New
RFN
46
RDA Financial Network
Iowa
$773K -$20.7K -549 -3%
EH
47
Equitable Holdings
New York
$711K -$18.3K -485 -3%
AssetMark Inc
48
AssetMark Inc
California
$690K +$10K +266 +1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$689K -$4.86M -129,237 -88%
WFL
50
Wealth Forward LLC
North Dakota
$660K +$46.6K +1,238 +8%